PHS
Pekin Hardy Strauss’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
1,150
-20
| -2% | -$5.4K | 0.04% | 296 |
|
|
2025
Q1 | $234K | Sell |
1,170
-175
| -13% | -$35K | 0.03% | 315 |
|
|
2024
Q4 | $373K | Sell |
1,345
-130
| -9% | -$36K | 0.05% | 277 |
|
|
2024
Q3 | $374K | Sell |
1,475
-630
| -30% | -$160K | 0.05% | 272 |
|
|
2024
Q2 | $439K | Sell |
2,105
-1,705
| -45% | -$355K | 0.06% | 235 |
|
|
2024
Q1 | $734K | Sell |
3,810
-8,016
| -68% | -$1.54M | 0.1% | 171 |
|
|
2023
Q4 | $2.02M | Sell |
11,826
-26,363
| -69% | -$4.51M | 0.28% | 82 |
|
|
2023
Q3 | $5.27M | Sell |
38,189
-6,947
| -15% | -$958K | 0.83% | 35 |
|
|
2023
Q2 | $5.58M | Buy |
45,136
+625
| +1% | +$77.2K | 0.61% | 31 |
|
|
2023
Q1 | $5.14M | Sell |
44,511
-17,565
| -28% | -$2.03M | 0.69% | 34 |
|
|
2022
Q4 | $6.77M | Buy |
62,076
+5,509
| +10% | +$601K | 0.93% | 18 |
|
|
2022
Q3 | $4.65M | Buy |
56,567
+2,827
| +5% | +$233K | 0.74% | 40 |
|
|
2022
Q2 | $5.03M | Buy |
53,740
+15,318
| +40% | +$1.43M | 0.71% | 36 |
|
|
2022
Q1 | $4.28M | Buy |
38,422
+28,005
| +269% | +$3.12M | 0.53% | 47 |
|
|
2021
Q4 | $1.42M | Sell |
10,417
-21,792
| -68% | -$2.96M | 0.19% | 131 |
|
|
2021
Q3 | $4.31M | Sell |
32,209
-4,500
| -12% | -$601K | 0.61% | 41 |
|
|
2021
Q2 | $5.17M | Sell |
36,709
-20,283
| -36% | -$2.86M | 0.72% | 35 |
|
|
2021
Q1 | $7.51M | Sell |
56,992
-12,357
| -18% | -$1.63M | 1.18% | 21 |
|
|
2020
Q4 | $7.6M | Sell |
69,349
-20,159
| -23% | -$2.21M | 1.32% | 17 |
|
|
2020
Q3 | $5.86M | Sell |
89,508
-21,078
| -19% | -$1.38M | 1.2% | 18 |
|
|
2020
Q2 | $6.52M | Sell |
110,586
-114
| -0.1% | -$6.72K | 1.44% | 19 |
|
|
2020
Q1 | $5.1M | Buy |
+110,700
| New | +$5.1M | 1.15% | 21 |
|